The Adviser Online - September 2026 | Page 36

Investing through uncertainty

Anthony Rayner, Fund Manager, Premier Miton Macro Thematic Multi Asset Team
Fund manager Anthony Rayner examines two of the biggest questions facing markets today, AI-related spending and developments in the Middle East, and explains how a pragmatic, risk-focused approach to portfolio construction can help investors navigate periods of heightened uncertainty.
September 2026 | 19